Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,201 | $47,479-91.2% | $62,929-93.3% | $82,448-94.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.88% | 20.34%-6.5pp | 1063.93%-1050.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $558 | $1,885-70.4% | $2,505-77.7% | $2,551-78.1% |
| Participant deferral / active EE | $639 | $2,870-77.8% | $3,888-83.6% | $4,139-84.6% |
| Admin fee / account holder | $67 | $3,804-98.2% | $5,065-98.7% | $7,234-99.1% |